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Client relationship financial strategist

Swan Hill
beBeeAccountant
Posted: 13 December
Offer description

Accounting and finance professionals with a passion for strategic guidance and leadership are invited to apply for a challenging Client Manager position. This opportunity will enable you to utilize your expertise in managing client relationships, providing financial insights, and overseeing the delivery of accounting services.


About The Role

The successful candidate will be responsible for building and maintaining strong client relationships through regular meetings and reviews of their financial statements. They will also identify opportunities for expanding our services and attracting new clients while staying updated on changes in accounting standards, tax laws, and industry trends.

* Conduct thorough client assessments and develop tailored financial solutions.
* Maintain accurate records and reports of client interactions and progress.
* Collaborate with other team members to ensure seamless delivery of accounting, tax, and advisory services.


Requirements

To be considered for this role, applicants must possess a Bachelor's degree in accounting or a related field and have at least 5 years of experience in public practice accounting. They must also demonstrate strong knowledge of accounting principles and tax laws as well as excellent leadership and team management skills.

* Bachelor's degree in accounting or a related field.
* Minimum 5 years of experience in public practice accounting.
* Strong understanding of accounting principles and tax laws.
* Proven ability to manage and develop client relationships.
* Excellent leadership and team management skills.

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